How does the advisor help clients – Key Takeaways:
EXECUTIVE WEALTH PARTNERS is a trusted financial advisor that helps clients achieve their financial goals through expert guidance and personalized strategies. With a team of highly qualified advisors and a range of financial services, they offer comprehensive solutions to meet their clients’ unique needs.
Facts and Insights:
Founded in 1995, EXECUTIVE WEALTH PARTNERS has over 25 years of experience in the financial industry. They have a strong track record of success and have helped countless clients reach their financial goals. As of 2020, they manage over $13 billion in assets and have a team of 150 advisors across the country.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 1995 |
|---|---|
| Assets Under Management | $13 billion |
| Number of Advisors | 150 |
| Time in Business | 25 years |
Financial Services Offered:
EXECUTIVE WEALTH PARTNERS offers a wide range of financial services, providing clients with a comprehensive approach to managing their wealth. These services include investment management, retirement planning, tax planning, estate planning, and insurance solutions.
Client Types:
The team at EXECUTIVE WEALTH PARTNERS works with a diverse range of clients, including high net worth individuals, families, and small businesses. They have the expertise and resources to meet the unique needs of each client, regardless of their financial situation.
Fees & Compensation:
EXECUTIVE WEALTH PARTNERS is a fee-based advisor, which means they charge a fee for their services rather than earning commissions from the sale of financial products. This fee structure ensures that their advisors act in the best interest of their clients and provide unbiased recommendations.
Background:
The advisors at EXECUTIVE WEALTH PARTNERS are highly qualified and have a wealth of experience in the financial industry. They hold various certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which demonstrate their expertise in financial planning and investment management.
Financial Advisor Disclosures to Know:
As a reputable financial advisor, EXECUTIVE WEALTH PARTNERS is transparent about their policies and practices. They adhere to strict ethical standards and always put their clients’ interests first. They also have a comprehensive list of disclosures available on their website, so clients can make informed decisions about their financial future.